Client Associate (Sales Support), Intermediary Client Coverage Team
Singapore, Singapore · On-site
SeniorVisa sponsorship$41B raised
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Client Associate (Sales Support), Intermediary Client Coverage Team
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Full-time
bachelor degree
Visa sponsorship available
Posted 8d ago
~40 hrs/week
Responsibilities
The role involves providing end-to-end sales support for the Intermediary Distribution team, including pipeline management, pitch preparation, and distributor onboarding. The associate will also manage client queries, maintain CRM data integrity, and coordinate marketing and event execution across Southeast Asia.
Requirements
Candidates must hold a bachelor's degree in Business, Finance, or Economics and possess 3–7 years of relevant experience in asset management or financial services. Strong proficiency in Excel, PowerPoint, and CRM platforms is required, along with a solid understanding of mutual funds and the Southeast Asian intermediary landscape.
Full job description
Team Overview
The Intermediary Distribution Southeast Asia team is responsible for building and deepening relationships, and executing the firm’s distribution strategy with private banks, retail banks, insurance platforms, IFAs and wealth managers across Singapore, and Southeast Asia. The team represents the full Neuberger product suite across equities, fixed income, multi-asset, alternatives, and private market solutions.
Role Summary
We are seeking a motivated Associate / Senior Associate to join our Intermediary Distribution team in Singapore. Working closely with the team, the successful candidate will provide end-to-end sales support across the client lifecycle — from pipeline management and pitch preparation through to distributor onboarding, ongoing servicing and campaign execution. This is a high-visibility role with direct exposure to distribution partners and to investment, product, marketing, legal and compliance stakeholders across the region.
Primary Responsibilities
Sales Enablement and Client Coverage Support
Handle inbound client and distributor queries on products, performance, share classes, fees and documentation, escalating as appropriate
Coordinate with Product Specialists and Portfolio Management to source commentary, attribution and positioning updates for client requests
Ensure the team has exemplary support in day-to-day client activity and strategic initiatives, including preparation of pitch books, product one-pagers, RFP/DDQ input and tailored follow-up materials
Prepare pre-meeting briefing packs (holdings, flows, performance, prior discussion points) and circulate meeting notes and action items post-meeting
Client and Flow Analytics
Maintain and interrogate flow, AUM and sales-activity data by distributor, channel, product and market; produce monthly dashboards for the SEA team
Track redemption risk indicators, concentration by distributor and progress against annual sales targets; flag deviations early
Support the annual business planning cycle with client segmentation, wallet-share analysis and prioritisation of target accounts
Supports and maintenance of business reports and presentation
CRM and Governance
Act as an owner of the CRM: maintain accuracy of data and ensure data integrity in CRM; helps to log meetings, opportunities and pipeline stages where relevant and needed; produce activity/pipeline reporting for management
Maintain distributor contact maps, approved product lists and platform availability records across SEA markets
Distributor Onboarding and Documentation
Manage the end-to-end onboarding of new distribution partners, coordinating KYC, distribution agreement execution, and legal/compliance sign-off with internal stakeholders
Maintain the distribution agreement register and rebate/trailer fee schedules in coordination with Finance and Operations
Track fund registration, product availability and local marketing-material requirements across SEA jurisdictions, working with Legal, Compliance and Product
Marketing, Events and Campaign Execution
Customise and localise marketing collateral, obtain compliance approval and manage version control and distribution
Organise and execute client events, roadshows, training sessions and webinars — including logistics, invitations, RSVP tracking, speaker coordination and post-event follow-up
Support distributor training programmes and product launches across the region
Qualifications
Bachelor's degree in Business, Finance, Economics or a related discipline
3–7 years' relevant experience in asset management, private banking, wealth management or financial services sales support / client service; candidates with strong transferable skills and less experience will be considered at Associate level
Working knowledge of mutual funds / UCITS structures, share classes, and multi-asset product sets across equities, fixed income, alternatives and private market solutions
Familiarity with the Southeast Asia intermediary landscape strongly preferred
Advanced Excel and PowerPoint; experience with CRM platforms (e.g., Salesforce) and BI/reporting tools an advantage
CMFAS Modules (as applicable for licensing), CFA or CAIA progress viewed favourably
Excellent written and verbal communication skills in English; additional regional language capability is an advantage
Highly organised, detail-oriented, proactive self-starter comfortable managing multiple deadlines across time zones
Strong team orientation with the ability to work independently and build credibility with senior internal and external stakeholders
Visa sponsorship may be available for qualified candidates. Sponsorship decisions will be made in accordance with company policy and applicable laws.
Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected].
Neuberger is an employee-owned, private, independent investment manager founded in 1939 with approximately 3,000 employees across 26 countries. The firm manages $567 billion of equities, fixed income, private markets, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm is proud to be recognized for its commitment to its two constituents, clients and employees. Again this past year, we were named Best Asset Manager for Institutional Investors in the U.S. (Crisil Coalition Greenwich) and the #1 Best Place to Work in Money Management (Pensions & Investments, firms with more than 1,000 employees). Neuberger has no corporate parent or unaffiliated external shareholders.
The "Neuberger" name and logo are service marks of Neuberger Berman Group LLC. Visit www.neuberger.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of March 31, 2026.
Offices: 1290 Avenue of the Americas, New York, NY 10104, US · 190 S La Salle St, Chicago, IL 60603, US · 200 Crescent Ct, Dallas, TX 75201, US · 57 Berkeley Square, London, England, GB · 1 Connaught Place, 20th Floor, Suites 2007 – 2020, Central, HK
Investment Management and Asset ManagementFinanceBankingBusiness DevelopmentFinancial Services
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